Pimco Global Stocksplus Fund Manager Performance Evaluation
| PGP Fund | USD 8.13 0.01 0.12% |
The fund holds a Beta of 0.16, which implies not very significant fluctuations relative to the market. As returns on the market increase, Pimco Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pimco Global is expected to be smaller as well.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Pimco Global Stocksplus are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. Even with relatively invariable technical and fundamental indicators, Pimco Global is not utilizing all of its potentials. The recent stock price agitation, may contribute to short-term losses for the retail investors.
...more1 | Our financial future is very uncertain - what next for the Championship - BBC.com | 09/18/2024 |
| Expense Ratio Date | 30th of November 2019 | |
| Expense Ratio | 1.6600 |
Pimco |
Pimco Global Relative Risk vs. Return Landscape
If you would invest 786.00 in Pimco Global Stocksplus on September 1, 2024 and sell it today you would earn a total of 27.00 from holding Pimco Global Stocksplus or generate 3.44% return on investment over 90 days. Pimco Global Stocksplus is generating 0.0562% of daily returns assuming volatility of 0.7165% on return distribution over 90 days investment horizon. In other words, 6% of funds are less volatile than Pimco, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Pimco Global Current Valuation
Fairly Valued
Today
Please note that Pimco Global's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Pimco Global Stocksplus holds a recent Real Value of $8.1 per share. The prevailing price of the fund is $8.13. We determine the value of Pimco Global Stocksplus from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support buying undervalued funds and selling overvalued funds since, at some point, fund prices and their ongoing real values will merge together.
Pimco Global's intrinsic value may or may not be the same as its current market price of 8.13, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 8.13 | Real 8.1 | Hype 8.13 | Naive 8.06 |
The intrinsic value of Pimco Global's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Pimco Global's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Pimco Global Stocksplus helps investors to forecast how Pimco fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Pimco Global more accurately as focusing exclusively on Pimco Global's fundamentals will not take into account other important factors: Pimco Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pimco Global's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Pimco Global Stocksplus, and traders can use it to determine the average amount a Pimco Global's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0784
| Best Portfolio | Best Equity | |||
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| Cash | PGP | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.72 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Pimco Global is performing at about 6% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Pimco Global by adding it to a well-diversified portfolio.
Pimco Global Fundamentals Growth
Pimco Fund prices reflect investors' perceptions of the future prospects and financial health of Pimco Global, and Pimco Global fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Pimco Fund performance.
| Return On Equity | -26.61 | ||||
| Return On Asset | 2.57 | ||||
| Profit Margin | (218.04) % | ||||
| Operating Margin | 84.03 % | ||||
| Current Valuation | 127.33 M | ||||
| Shares Outstanding | 11.09 M | ||||
| Price To Earning | 10.43 X | ||||
| Price To Book | 0.75 X | ||||
| Price To Sales | 6.64 X | ||||
| Revenue | 12.03 M | ||||
| Cash And Equivalents | 799 K | ||||
| Cash Per Share | 0.07 X | ||||
| Total Debt | 54.57 M | ||||
| Debt To Equity | 0.67 % | ||||
| Book Value Per Share | 9.63 X | ||||
| Cash Flow From Operations | 9.36 M | ||||
| Earnings Per Share | 0.69 X | ||||
| Total Asset | 78.22 M | ||||
| Retained Earnings | (163.21 M) | ||||
About Pimco Global Performance
Assessing Pimco Global's fundamental ratios provides investors with valuable insights into Pimco Global's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Pimco Global is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
PIMCO Global Stocksplus Income Fund is a closed ended balanced mutual fund launched and managed by Allianz Global Investors Fund Management LLC. The fund is co-managed by Pacific Investment Management Company LLC. It invests in fixed income and public equity markets across the globe. The fund uses a longshort strategy to invest in securities by using financial derivatives such as options. It invests in mortgage-related, government, corporate and other debt securities of U.S. and non-U.S. issuers and emerging market bonds. The fund invests in investment grade securities with a low- to intermediate-average duration. It invests in stocks of companies across diversified sectors. PIMCO Global Stocksplus Income Fund was formed on April 30, 2003 and is domiciled in the United States.Things to note about Pimco Global Stocksplus performance evaluation
Checking the ongoing alerts about Pimco Global for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Pimco Global Stocksplus help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains all of the assets in different exotic instruments |
- Analyzing Pimco Global's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Pimco Global's stock is overvalued or undervalued compared to its peers.
- Examining Pimco Global's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Pimco Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pimco Global's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Pimco Global's fund. These opinions can provide insight into Pimco Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pimco Fund
Pimco Global financial ratios help investors to determine whether Pimco Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Pimco with respect to the benefits of owning Pimco Global security.
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